Redtail Email
Capture and archive every client email automatically and securely.
What it does
Capture and archive every client email automatically and securely.
- relationship management
- workflow automation
- compliance management
- document management
- compliant text messaging
- email archiving
- Category
- Email and communications
- Users
- financial advisors, broker-dealers, RIA firms
- Public API
- Not offered
Not yet disclosed: deployment options, platforms, languages and support channels.
Pricing
- Free trial$0
- EnterpriseCustom
- Quoted by their sales team
Prices as published by Redtail Technology, checked Oct 2026.
Security and compliance
As reported by Redtail Technology. Ask for audit reports before you buy.
- SEC guidelinesCompliant
- FINRA guidelinesCompliant
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